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Nicolas W. Platt

Trustee at BANCROFT FUND
Board

About Nicolas W. Platt

Independent Trustee of Bancroft Fund Ltd. since 1997; currently one of two Trustees elected solely by holders of the Fund’s 5.375% Series A Cumulative Preferred Shares (not up for election in 2025) . Background includes capital markets and exchange-listing oversight; age 1953; education: B.A. (Skidmore College) and M.A. in Economics (Columbia University) . Serves on the NYSE American LLC Committee on Securities and in New Jersey public service (2018 property tax “Czar”; Mayor of Harding Township, NJ 2013–2016; current Township Committee member) .

Past Roles

OrganizationRoleTenureCommittees/Impact
FTI Consulting Inc.Managing DirectorMar 2009–May 2011 International financial consulting expertise
WPP subsidiaries (Ogilvy Worldwide; Young & Rubicam; Burson‑Marsteller corporate practice)Senior executivePrior to Mar 2009 (date not specified) Corporate communications leadership
New York Stock Exchange; American Stock ExchangeLeadership roles (13 years)Not specified At AMEX, oversaw domestic/international listing efforts; liaison to investment banking community

External Roles

OrganizationRoleTenureNotes
NYSE American LLC Committee on SecuritiesMemberCurrent Reviews continued exchange listing qualifications for companies
State of New JerseyProperty Tax “Czar” (bipartisan appointee)2018 Policy oversight role
Township of Harding, NJMayor; Township Committee MemberMayor 2013–2016; Committee current Local governance
Non‑public organizationsBoard memberNot specified Boards of several non‑public organizations

Board Governance

  • Board classes and tenure: Trustee since 1997; currently in class serving until the 2027 Annual Meeting .
  • Committee assignments: Member, Nominating Committee; Member, ad hoc Proxy Voting Committee .
  • Independence: Classified as an Independent Trustee (not an “interested person” under the 1940 Act); Independent Trustees meet regularly in executive session and chair all Board committees .
  • Attendance: Board met four times in FY ended Sep 30, 2024; each Trustee attended at least 75% of Board and committee meetings; Audit Committee met twice in FY 2024; Nominating Committee met once in FY 2024 .
  • Shareholder meeting attendance: Fund does not expect Trustees to attend annual meetings; no Trustees attended the May 13, 2024 annual meeting .
  • Lead Independent Director: James P. Conn .
  • Election nuance: Preferred shareholders elect two Trustees separately; Mr. Platt is one of these preferred‑elected Trustees .

Fixed Compensation

Fee ComponentAmount (USD)Notes
Annual retainer (Independent and certain Interested Trustees)$8,500 Paid by Fund
Board meeting fee$1,000 per meeting Four meetings in FY 2024
Committee meeting fee$500 per meeting Nominating met once in FY 2024
Audit Committee Chair$2,000 annual Not applicable to Platt
Nominating Committee Chair$2,000 annual Chair is Melarkey
Lead Independent Trustee$1,000 annual Not applicable to Platt
PeriodAggregate Compensation from BCV (USD)Aggregate Compensation from Fund Complex (USD)# Funds/Portfolios
FY ended Sep 30, 2023$13,000 $27,000 (2)
FY ended Sep 30, 2024$12,500 $31,646 (3)

Performance Compensation

ComponentDisclosureNotes
Equity awards (RSUs/PSUs)None disclosed Trustee pay structured as cash retainers/meeting/chair fees
Option awardsNone disclosed
Bonus/Performance metrics (TSR, EBITDA, ESG)None disclosed
Severance/Change‑of‑control/Clawback/Gross‑upsNone disclosed

Other Directorships & Interlocks

EntityRoleInterlock/Note
Gabelli Fund ComplexTrustee overseeing 3 portfolios Cross‑fund governance within same adviser complex
NYSE American LLC Committee on SecuritiesMember Exchange oversight function overlaps with Fund’s listing market—potential optics/conflict to monitor
Historical public fund boards (third‑party source)Director at BCV; historical affiliations with ECF and GLU (insider trackers)Reference sources: GuruFocus and Benzinga trackers

Expertise & Qualifications

  • Capital markets and exchange‑listing oversight (NYSE/AMEX listings; liaison to investment banks) .
  • Corporate communications and advisory experience (WPP subsidiaries; FTI Consulting) .
  • Public sector governance (NJ property tax task force; municipal leadership) .
  • Education: B.A. (Skidmore); M.A. in Economics (Columbia) .

Equity Ownership

As of Dec 31, 2024Shares Owned% of Shares OutstandingDollar Range in BCVAggregate Dollar Range in Fund Complex
BCV Common Shares250 <1% (asterisked by issuer) B ($1–$10,000) C ($10,001–$50,000)

Additional ownership context: Trustees and officers as a group held 3.5% of Common Shares (none of Preferred); total Common Shares outstanding 5,862,058 on Mar 13, 2025 . No disclosed interests in Adviser‑controlled affiliates for Mr. Platt (contrast table lists other Independent Trustees) .

Insider Trades

TickerInsiderTransactionDateQuantityPriceSource
BCVNicolas W. PlattSale (Form 4)Dec 03, 2005−589$18.54
BCVNicolas W. PlattPurchase (Form 4)Sep 15, 2006+245$18.85
BCVNicolas W. PlattNo insider transactions in past 18 months
BCVMario J. Gabelli (context)SaleOct 20, 20251,000$23.43

Section 16(a) compliance: All required filings timely in FY 2024; no delinquent reports noted (FY 2023 had one late Form 4 by another Trustee, not Platt) .

Governance Assessment

  • Strengths:

    • Long‑tenured Independent Trustee with deep exchange‑listing and capital markets expertise relevant to a listed closed‑end fund .
    • Active committee roles (Nominating; ad hoc Proxy Voting), contributing to board refreshment and proxy oversight .
    • Board and committee attendance thresholds met; structured audit/nominating governance and regular executive sessions of Independent Trustees .
    • Clean Section 16 compliance record in FY 2024 .
  • Watch items / RED FLAGS:

    • Low personal share ownership (250 shares; <$10k dollar range) may signal limited “skin‑in‑the‑game” alignment relative to fund scale .
    • Membership on NYSE American LLC Committee on Securities while BCV is listed on NYSE American introduces a potential conflict/optics risk; requires ongoing monitoring and disclosure of recusals as appropriate .
    • Trustees do not attend shareholder annual meetings; no Trustees attended the 2024 meeting—an engagement optics concern for some investors, though common in fund complexes .
  • Additional governance context:

    • Mr. Platt is elected by preferred shareholders (class vote), which may align his oversight focus with preferred holder interests; common shareholders elect remaining Trustees .
    • Compensation is modest and cash‑only (no equity/option awards), limiting pay‑for‑performance alignment but consistent with industry practice for registered funds .

Shareholder voting outcomes (2025): Re‑election of other Trustees confirmed; Mr. Platt continues to serve (not up for election in 2025) .